Convergence Financial, LLC - Portfolio Stock Holdings
Convergence Financial, LLC disclosed 233 stock positions in a recent SEC 13F filing. $928,373,649 of stock holdings were filed, with the largest holdings including SPYV, SPAB, and BIL. This filing represented positions held on March 31, 2026, and was filed on May 11, 2026.We estimate the fund has a total AUM of $903,955,351 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
233Est. Stock Holding Value:
$928,373,649Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Convergence Financial, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...